#368 Designing Financial Peace for Firm Owners: Cash Reserves, Retirement Choices & Habits That Stick
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Show Notes
In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners.
They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients.
Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies.
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